Customer Service Insurance Agent

Jennifer Hope Roddy

***** ******** ******** ***** ** Myers Florida 33913 ****.*****@*****.*** 214-***-****

Personal Summary - I am a people person and have a servant’s heart, enjoy challenging situations and thrive when problem solving and making others feel safe and comfortable in their surrounding environment. Ability to deescalate a stressful situation. CPR/AED certified, cheerful and uplifting to others and want to make them feel welcome and like they are in the right place, it matters to me.

Globe Life Liberty National Division- Owner Agent Life Insurance LIC#52485 2021-Current

Training new team members/agents on successful practices starting a new Insurance Agent owner position.

Managing leads in CRM tool to productively to meet goals

Educating clients on products and the benefits of each ensuring an accurate match for every client.

Initiate Insurance application and submit for underwriting.

Corresponding with clients assisting them filing claims and through challenging situations like unexpected losses and cancer benefits.

Plan and execute events to help community by providing Child safe kits and other free benefits to assist our local community.

Regenesys Physical Medicine- Patient Care Coordinator/Finance Manager 2019-2021

Answer calls from prospective patients and current patients in all phases of care, ability to relate and help them feel at ease starting care through completion.

Gather intake information on initial call, in efforts to ensure first appointment is less stressful.

Create a warm welcoming environment for all patients.

Provide care plan summaries with insurance benefits to help new patients plan financially and start treatment immediately.

Take patient vitals, assist Doctor in exams, setup spinal decompression therapies, electrode pad placement and IFC modalities.

Adept at maintaining composure in stressful situations, ability build confidence in care plan prescribed by medical team.

Develop and create content for marketing seminars and events to build practice and help our community.

Thrive Mortgage- Loan Originator/RMLO 2016-2019

Analyze applicant’s financial status, credit worthiness.

Executed loan origination process, including ordering credit reports and full analysis of credit report

Adhere to all federal state and compliance guidelines relative to mortgage lending.

Determined appropriate rate locks and issuance of disclosures.

Provided financial guidance on mortgage products and options available.

Manage documents and ask applicants for missing items for the file.

FHA, VA, USDA and Conventional products.

Marketing and business development agent, public speaking and homebuyer education presentations.

Building up a quality network of business relationships.

Keeping all information confidential.

Dr. Brandon Wilson, D.C. Insurance Billing Account Manager/Physical Therapy Assistant 2014-2017

Fluent with ICD 9 diagnosis and CPT treatment codes. Enters information necessary for insurance claims such as patient, insurance ID, diagnosis, treatment codes and modifiers, provider information. Insures claim information is complete and accurate.

Submit insurance claims to clearinghouse or individual insurance companies electronically. Follows up with insurance company on unpaid or rejected claims. Resolves issue and re-submits claims to ensure claims are paid timely.

Prepares appeal letters to insurance carrier when not in agreement with claim denial. Collect necessary information to accompany appeal.

Maintain 98% collection on all Insurance accounts

Take vitals; assist Doctor in exams, spinal decompression, electrode pad placement and IFC modalities.

Adept at maintaining composure in stressful situations.

Volunteer work 2001 – 2007

• Volunteer for BSA Summer Scout camp- 2001, 2003 and 2004

• Camp Director for Girls youth group- 2006 and 2007

• Grand Prairie COOP, volunteer 2001-2002

• Consulting for faux finishing and painting, 2003-2012

• YMCA-Grand Prairie, daycare center, teacher, 2003

Education/Certification:

Life Insurance Lic No. 52485- Florida 2021

NMLS/RMLO#1572520

UTSA Health Science Dental 2012

Comp USA- MS Excel

Comp USA - QuickBooks Pro

RentRoll Inc.- RentRoll and Account On it

Gulf Coast Comm. College- Computer applications

Port. St. Joe High School- High School Diploma

References Upon request!

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